Setting up Subscription Memberships

Setting up a subscription membership

Before placing a patient on a subscription or membership plan, you must set it up for your practice.  Once set up, it can be easily used for your patients.  No updates will be needed until/unless you want to make changes.   

To set up a subscription membership:

1. Navigate to Account > Custom Fields > Custom Memberships
2. Press + Add New Membership in the upper right corner of the page.
3. This pop-up menu will appear to allow you to enter the plan specifics.
   1. Name - This is what will appear when you add the membership to a patient
   2. Description - Provides additional details about the custom membership
   3. Billing Frequency - Specifies how often the patient pays for this custom membership
   4. Enrollment Duration - Specifies how long the membership is valid
   5. Auto-Renewal - This will auto-bill your patients each duration stated in the enrollment duration question.  You must be using DrChrono Payments to utilize this feature.
   6. Monthly Cost - Specifies what the patient will be charged if the plan renews monthly.
      
      
4.  Once the fields are filled in, press Save.